VinFast's (Nasdaq: VFS) Q3 2025 Earnings Call - Highlights
Management reiterated its focus on top-line growth, reaffirming its 2025G global delivery target to at least double the 2024 level to ~200,000 EVs...
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Primer: Vinfast (VFS US) - Oct 2025
Severe Financial Distress: Vinfast is operating with deeply negative gross and net margins, leading to significant cash burn and a high degree...
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Vinfast (VFS US) | The Day that Never Comes
​Vinfast (VFS US) faces severe financial distress, negative gross margins, a liquidity crisis, and operational risks, yet is pursuing a high-risk...
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VinFast's - Key Takeaways from Q1 2025 Earnings Call
We participated in VinFast’s (Nasdaq: VFS) Q1 2025 earnings call held on June 9. The main updates include a recap of the company’s Q1 2025 results...
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2024 High Conviction: VinFast (VFS US) – Heading for Trouble
VinFast remains an avoid due to related party-driven EV sales, declining customer traction, operating losses, cash burn, equity raise overhang and...
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